Purchases and Sales Made in Q4 2024 in Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-118- 0.24% |
$22.4K - $24.3K
|
48.7K
$9.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-120- 5.13% |
$22.7K - $24.7K
|
2.22K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-121- 0.69% |
$22.9K - $24.9K
|
17.4K
$3.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-122- 1.62% |
$23.1K - $25.2K
|
7.42K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-125- 0.42% |
$23.7K - $25.8K
|
29.4K
$5.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-126- 1.57% |
$23.9K - $26K
|
7.88K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-126- 1.28% |
$23.9K - $26K
|
9.71K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-127- 8.18% |
$24.1K - $26.2K
|
1.43K
$277K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-130- 5.98% |
$24.6K - $26.8K
|
2.05K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-130- 1.27% |
$24.6K - $26.8K
|
10.1K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-134- 1.1% |
$25.4K - $27.6K
|
12K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-139- 10.98% |
$26.3K - $28.7K
|
1.13K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140- 10.49% |
$26.5K - $28.9K
|
1.19K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-144- 2.6% |
$27.3K - $29.7K
|
5.4K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-145- 81.01% |
$27.5K - $29.9K
|
34
$6.62K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-146- 1.14% |
$27.7K - $30.1K
|
12.7K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-149- 0.66% |
$28.2K - $30.7K
|
22.4K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-153- 0.22% |
$29K - $31.5K
|
70.6K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-154- 2.46% |
$29.2K - $31.8K
|
6.1K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-158- 0.71% |
$29.9K - $32.6K
|
22K
$4.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-159- 2.73% |
$30.1K - $32.8K
|
5.66K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-160- 29.91% |
$30.3K - $33K
|
375
$73K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-163- 5.55% |
$30.9K - $33.6K
|
2.77K
$540K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-164- 3.03% |
$31.1K - $33.8K
|
5.24K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-165- 5.3% |
$31.3K - $34K
|
2.95K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-169- 6.13% |
$32K - $34.8K
|
2.59K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173- 3.51% |
$32.8K - $35.7K
|
4.76K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-180- 5.05% |
$34.1K - $37.1K
|
3.38K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-184- 2.54% |
$34.9K - $37.9K
|
7.07K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-184- 3.39% |
$34.9K - $37.9K
|
5.24K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-189- 4.23% |
$35.8K - $39K
|
4.27K
$832K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-194- 2.35% |
$36.8K - $40K
|
8.07K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.17% |
$37.9K - $41.2K
|
118K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-200- 7.38% |
$37.9K - $41.2K
|
2.51K
$488K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-202- 3.04% |
$38.3K - $41.6K
|
6.45K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 4.64% |
$38.7K - $42.1K
|
4.19K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-206- 2.24% |
$39K - $42.5K
|
8.99K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206- 2.4% |
$39K - $42.5K
|
8.38K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-209- 1.71% |
$39.6K - $43.1K
|
12K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-214- 2.73% |
$40.6K - $44.1K
|
7.61K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-215- 2.21% |
$40.7K - $44.3K
|
9.5K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-215- 0.93% |
$40.7K - $44.3K
|
23K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-215- 3.63% |
$40.7K - $44.3K
|
5.71K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-219- 17.12% |
$41.5K - $45.2K
|
1.06K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-220- 5.3% |
$41.7K - $45.4K
|
3.93K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-222- 0.54% |
$42.1K - $45.8K
|
41.2K
$8.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-223- 8.62% |
$42.3K - $46K
|
2.36K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-224- 7.51% |
$42.4K - $46.2K
|
2.76K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-226- 1.61% |
$42.8K - $46.6K
|
13.8K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-237- 2.2% |
$44.9K - $48.9K
|
10.5K
$2.05M
|